Vendorsync offers bookkeepers and accountants the power of cloud accounting for QuickBooks Desktop. Take advantage of enhanced bank feeds without the need for renaming rules.Contact InformationCloud Apps Inc80 Wood Road Suite 302Camarillo, CA 93010 Facebook Twitter Youtube Quick Links Schedule A Demo The Bank Feed Memo FAQ Contact Us Privacy Policy
Intuit Announces New Leader for the Global ProAdvisor Program Earlier this week, Intuit announced that Misty Megia will be taking on the new role as the Global Leader of Intuit’s ProAdvisor program, and I could not be more excited. You might ask yourself why, this specific promotion stands out among all the leadership changes and the answer is simple, this one addresses the relationship we as accountants and bookkeepers have with Intuit the corporation.To better understand where my excitement spawns from, I strongly suggest you listen to the episode of Seth David’s Authentic Accountant featuring Misty. Prior to this interview,…
Let's Connect Let's Connect Let's Connect Leave us a message above so we can connect again after the show!CommunityLive! Join us at QuickBooks Connect or watch our Stream on FacebookLeave us a message above so we can connect again after the show!CommunityLive! Join us at QuickBooks Connect or watch our stream on Facebook Vendorsync offers bookkeepers and accountants the power of cloud accounting for QuickBooks Desktop. Take advantage of enhanced bank feeds without the need for renaming rules.Contact InformationCloud Apps Inc80 N Wood RoadCamarillo, CA 93010 Facebook Twitter Youtube Quick Links Schedule A Demo The Bank Feed Memo FAQ Contact Us Privacy…
Rumors of QuickBooks Desktop demise were slightly overstatedIf your experience has been anything like mine, you have probably lost count how man times someone has told you that QuickBooks Desktop was going away. So, what happened?Recently, Intuit released their annual fact sheet, which publishes their worldwide business metrics including total volume of sales and the segment revenue. While the total volume of sales for QuickBooks Online was impressive, I was more impressed by the overall growth in QuickBooks Desktop subscriptions. Just in case you missed the significance of that last statement, I said QuickBooks Desktop subscriptions, not purchases. In the United…
The Remote Accountants Toolbox Recorded Webinar https://vimeo.com/287478485 Qbox has been selected by thousands of business owners as their preferred method to share, manage, and store their QuickBooks Desktop company file securely over the Internet. With Qbox, accountants can collaborate with business owners and their team on important Word, Excel, and PDF documents from anywhere in the world. Larger companies will appreciate Qbox’s multi-user mode, which allows their accounting team to work on the company files, while still being able to share their files with an external accountant.Qbox Website Ledgersync provides a unified dashboard for bookkeepers and accountants to access their client’s transactions, check…
Cash vs Accrual AccountingYou Choose! Vendorsync gives users the ability to edit the dates of a transaction before it is posted to your accounting platform. Simply select the Edit Date toggle to turn the feature on and off to avoid accidental date changes. Check out our video below that demonstrates how to take advantage of this powerful feature.https://youtu.be/MFTm1CV-UiI Share this post Vendorsync offers bookkeepers and accountants the power of cloud accounting for QuickBooks Desktop. Take advantage of enhanced bank feeds without the need for renaming rules.Contact InformationCloud Apps Inc4001 Mission Oaks BlvdCamarillo, CA 93003 Facebook Twitter Youtube Quick Links Schedule A Demo…
Update Multiple Transactions at the Same Time Now that you have imported all of your financial transactions into Vendorsync, we use the advanced filtering tools to batch update the payee names.Use the Filter Text field to type in parts of the bank memo so that all the like items are displayed in the table. In the example above, we used msft in our search to populate all the transactions for Microsoft.If we select the top check box, all the displayed check boxes will be selected and ready to edit.Finally, under the Batch Updates field, type the name of the vendor (Microsoft)…
The Remote Accountants Toolbox Schedule A Demo Desktop Approved Through the combination of the QBox, Ledgersync, and Vendorsync programs, we have created a unique workflow, specifically designed for bookkeepers and accountants using QuickBooks Desktop.Our three-step process will help you:Access your client’s company file;Collect their monthly statements and check images; andProcess all transactions before importing through the bank feed center.When combined, this powerful trio will reduce the total amount of time sourcing and processing your client’s data.Download the workflow guide and follow along as we quickly demonstrate the power of The Remote Accountants Toolbox. https://vimeo.com/287478485 Request the Workflow Guide * indicates required…
Have you ever attempted to import transactions into QuickBooks Desktop only to receive the following message? Unrecognized Bank: The most common reason QuickBooks users receive this error is due to a bad Intuit Bank ID number (INTU.BID) coded into the file being imported. When Intuit first started importing transactions into their platforms, they required every financial institution to register their bank. During the registration process, the financial institution had to purchase a license to be included as a supported bank. This meant that if the institutions did not purchase the license, they would not be able to import the files…
What is Multi Factor Authentication Bank feeds (also known as extractors) are what connect banks to various accounting platforms. These data exchanges provide accountants, lenders, as well as other applications within the financial technology (Fin Tech) sector with valuable consumer information. But what protects your personal data from falling into the wrong hands? Multi Factor Authentication. Depending on your banks security requirements, you may be required to answer additional security questions, or reply to an email, text, or phone which is commonly known as multi factor authentication (MFA). Like your financial institution, Common Types of MFA Currently there are three…